See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,266 | $57,281+7.0% | $86,612-29.3% | $75,163-18.5% |
| Participation rate | 53.8% | 63.2%-9.4pp | 71.7%-17.9pp | 67.2%-13.3pp |
| Annual return | 23.43% | 2670.75%-2647.3pp | 591.07%-567.6pp | 160.62%-137.2pp |
| Employer contribution / active EE | $2,710 | $2,314+17.1% | $3,022-10.3% | $2,670+1.5% |
| Participant deferral / active EE | $5,834 | $3,318+75.9% | $4,438+31.5% | $4,125+41.4% |
| Admin fee / account holder | $1,193 | $4,112-71.0% | $5,614-78.8% | $5,651-78.9% |